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Upcoming Events

July 2021

Jul 21 2021

Dementia 101

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August 2021

Aug 19 2021

Educating Your Kids about Finance

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September 2021

Sep 16 2021

Estate Planning 101: What Happens When You’re Not Here

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October 2021

Oct 06 2021

College Funding

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November 2021

Nov 04 2021

Long-Term Care Insurance

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Video Library

A selection of some of our most recent videos. For more, visit the Investment Advice Videos or our YouTube channel.

Questions to Ask a Financial Planner

Choosing the right financial planner requires some homework. You must be comfortable discussing the details of your finances, goals, lifestyle, and financial status. The person you choose should be trustworthy, resourceful, knowledgeable, and creative in mapping out the right strategies for your financial future.

Ask the following questions to find out how well a financial planner will be able to serve your needs:

How long have you been providing financial planning services?
In what area(s) of financial planning do you specialize, if any?
Do you have any advanced degrees, certificates or financial planning credentials?
What securities and insurance licenses do you hold?
How often have you performed similar services in the past?
What type of financial planning service do you think I need based on my goals?
On average, how long have your financial planning clients used your services?
What independent organizations may I contact to verify your credentials, such as FINRA, the SEC, and the CFP Board?
How are you compensated for your services?
Which companies will custody my accounts and what are their financial situations?

Click here to Download all Questions to ask a Financial Planner.

For more information on how to select a financial planner that best meets your unique needs, feel free to call us at 303-690-5070.

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